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United Parcel Service

1,970 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 877 increasing their positions, 721 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
-33
Holders Change %
-1.65%
% of All Funds
34.6%
Holding in Top 10
70
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-24.73%
% of All Funds
1.23%
New
122
Increased
877
Reduced
721
Closed
129
Calls
$2.59B
Puts
$2.52B
Net Calls
+$68.5M
Net Calls Change
-$390M
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
1726
Two Sigma Securities
New York
$219K -$291K -1,595 -57%
BFC
1727
Bedel Financial Consulting
Indiana
$219K -$20.2K -111 -8%
EA
1728
Elm Advisors
California
$219K
OWA
1729
Opal Wealth Advisors
New York
$218K -$7.28K -40 -3%
CWM
1730
Circle Wealth Management
New Jersey
$217K -$50.5K -278 -19%
JC
1731
JB Capital
Connecticut
$216K +$216K +1,184 New
TA
1732
Tiedemann Advisors
New York
$215K -$108K -591 -33%
RPG
1733
Resource Planning Group
Georgia
$212K -$8.72K -48 -4%
AP
1734
Appleton Partners
Massachusetts
$212K -$2.91K -16 -1%
LFRG
1735
Lazard Frères Gestion
France
$212K
MA
1736
Mezzasalma Advisors
New Jersey
$212K
BA
1737
Ballast Advisors
Minnesota
$212K +$182 +1 +0.1%
EM
1738
ELCO Management
New York
$211K
AIM
1739
AMI Investment Management
Indiana
$211K
EIP
1740
Ellis Investment Partners
Pennsylvania
$211K +$910 +5 +0.4%
BFS
1741
Bickling Financial Services
Massachusetts
$211K +$1.1K +6 +0.5%
QI
1742
Qtron Investments
Massachusetts
$210K -$201K -1,102 -49%
MMPW
1743
Mitchell McLeod Pugh & Williams
Alabama
$210K -$3.64K -20 -2%
KP
1744
Keel Point
Alabama
$210K -$2.91K -16 -1%
CWP
1745
CFM Wealth Partners
Texas
$209K -$3.63K -20 -2%
HHGA
1746
Halbert Hargrove Global Advisors
California
$209K +$3.1K +17 +2%
GPA
1747
Garrison Point Advisors
California
$208K
CAL
1748
Capital Advisors Ltd
Ohio
$208K +$143K +785 +220%
MA
1749
Mosaic Advisors
Texas
$206K -$60.4K -332 -23%
SW
1750
SteelPeak Wealth
California
$205K -$92.8K -510 -31%